Financial Empowerment and Socially Conscious Investing

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We love working with incredible people from all walks of life. You might be a great fit for our movement if you are...

Computer

Someone who likes do-it-yourself online investing tools

Plants

Someone who is interested in socially responsible investing options

Man talking on phone

Someone who has just started a business and wants to see it take off

Our Fees

We’re not going to try to pigeonhole you into one fee structure. Every situation is different, and you shouldn’t have to pay for a service you don’t need. We work hard to reduce redundancies and eliminate conflicts of interest. We offer 2 Financial Empowerment options determined by your needs and level of complexity, not your level of wealth:

Watching Your Back

$200 initial fee + $1,200 a year

You'll Get:

Financial Empowerment App Access
Goal setting and tracking
Track your spending and budgeting
Money essentials:
- Savings and investing strategies
- College and education planning
- Insurance Essentials
Annual Review with an Advisor

Next Level Collaboration

$200 initial fee + $2,400 a year

You'll Get:

Financial Empowerment App Access
Goal setting and tracking
Track your spending and budgeting
Money Essentials PLUS:
- Everything from the essentials plan
- Retirement Income Projection and Distribution Strategies
- Early Retirement Options
- Social Security Optimization
- Philanthropy & Gifting Strategies
- Estate planning strategies
Quarterly Review with an Advisor

Financial Empowerment for Young Professionals and Business Owners

Advisory Services | Investment Management | Financial Planning

Join the movement of DIY Socially Responsible Investing.